Anthropic confidentially submits draft S-1 to the SEC

Post by mrguyorama » Tue, Jun 02, 2026, 6:57 PM UTC

missedthecue wrote: post #263

parthdesai wrote: post #79

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Is it actually refreshing? It's actually refreshing to see Stripe staying private for so long. That means, they have a sustainable business model, and can take on projects that might benefit users in the long term despite negative short term consequences instead of focus on growing at all cost for the most part.

Stripe has done 24 funding rounds. It's not really sustainability, they've just created a second market that isn't so public.

Post by randbyte » Tue, Jun 02, 2026, 10:01 PM UTC

tguedes wrote: post #450

randbyte wrote: post #445

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What’s your argument besides name calling? Please have it all, as long as don’t force my passive investments to be part of it.

You cherry-picked examples. Counter examples would be: Crowdstrike up 1067% Cloudflare up 1408% Robinhood up 148% For an index fund, I would take a break even or even a slight loss on AirBnb to get those Crowdstrike and Cloudflare returns. I do agree with the overall sentiment that the foundation AI companies are overvalued but the whole point of an index fund is not have to analyze each individual company.

Post by bsder » Wed, Jun 03, 2026, 1:47 AM UTC

jhy wrote: post #436

bsder wrote: post #419

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I remember it being a Java applet with animations, but my memory could be terribly faulty at this point. Following your comments and trying to trail things out, the only thing I can find is a reference to AltaVista LiveTopics. https://dannysullivan.com/why-search-sucks-you-wont-fix-it-t... I suspect what I used was that "GRAPH" button in the AltaVista Refine picture. We might want to archive that image. It seems like…

Thanks, AltaVista LiveTopics is a good keyword. I found: https://www.researchgate.net/figure/Alta-Vista-LiveTopic-Gra... which has some different coverage. I did try to archive the blog you linked but unfortunately the owner is blocking it with robots.txt User-agent: ia_archiver Disallow: /

Post by radicalbyte » Wed, Jun 03, 2026, 6:01 AM UTC

scoofy wrote: post #390

radicalbyte wrote: post #296

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Google was easily 10x better than any of their competition. It was effectively alone in the market. Most of us were using 56k modems to access the internet back then, Google's search returned results within a couple of seconds. Yahoo, Lycos, Excite, Alta-Vista were still loading. Then the search results themselves were so good you could often just pick the first result. They eventually added a button which just took…

Yea, that's easy to say now. I was a relatively early investor (2008), but I was very hesitant early on because Microsoft was building an integrated search function, which became Windows Live Search, which became Bing. I definitely remember it took me to the beginning of the financial crisis to finally decide that it was going nowhere. I suspect it was the development of Google Maps that changed my mind.

Post by ethbr1 » Wed, Jun 03, 2026, 11:52 AM UTC

icedchai wrote: post #459

ethbr1 wrote: post #457

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But that only would have lasted until the next search innovation and/or competitors copied Google's indexing.

There were many search engines around during that time. Yahoo, Excite, Microsoft Live Search, Lycos... I don't recall any of them improving enough to rival early 2000's Google.